NYSE$SKY

Skyline Champion Corporation · Q4 2023 earnings

Q4 2023 earnings · · Investor relations

Briefing

Skyline Champion's Q4 2023 financial performance reflected a decrease in net sales and net income compared to the prior-year period, impacted by retailer inventory destocking and reduced demand.

Skyline Champion reported a decrease in net sales by 23.0% to $491.5 million and a decrease in net income by 33.5% to $57.7 million for the fourth quarter of fiscal year 2023. The results were impacted by lower U.S. homes sold, although the average selling price increased. The company's backlog also decreased significantly from the previous quarter.

  • Net sales decreased by 23.0% to $491.5 million due to lower volume levels impacted by retailer inventory destocking.
  • U.S. homes sold decreased by 25.5% to 4,900, while the average selling price per U.S. home sold increased by 5.6% to $92,700.
  • Net income decreased by 33.5% to $57.7 million, driven by lower sales in the quarter.
  • Cash and cash equivalents increased to $747.5 million, up $312.0 million compared to the prior fiscal year end.

Headline financials

Total Revenue

$492M

Previous: $638M-23.0%
EPS (adj)

$1.00

Previous: $1.51-33.8%
U.S. Homes Sold

4.9K

Previous: 6.6K-25.5%
U.S. Avg Home Price

$92.7K

Previous: $87.8K+5.6%
Capital Expenditures

$14.1M

Previous: $9.2M+53.0%
Free Cash Flow

$38.1M

Previous: $50.9M-25.1%
Net Income

$57.7M

Previous: $86.8M-33.5%
Operating Income

$68.8M

Previous: $116M-40.7%
Gross Profit

$141M

Previous: $191M-26.1%
Cash & Equivalents

$748M

Previous: $435M+71.7%
Total Assets

$1.56B

Previous: $1.23B+26.6%
Stock-Based Comp

$2.53M

Previous: $3.64M-30.6%

Revenue & EPS history

Skyline Champion · Revenue · Quarterly

$492M

Q4 2023-23%vs Q4 2022
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Forward guidance

Skyline Champion did not provide specific forward guidance in this earnings report.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q4 2023

Historical avgQ4 2023

-0.1%

Avg return

Earnings day

+2.8%

Avg return

5 days after

+5.2%

Avg return

30 days after

55%

35 / 64 earnings

Positive

+25.9%

Q4 2017

Best reaction

-27.8%

Q3 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026
Q3 2026+4.3%+14.1%+8.4%
Q2 2026+9.6%+25.3%+28.4%
Q1 2026+4.8%-0.4%+18.5%
Q4 2025-16.9%-22.4%-26.0%
Q3 2025+13.5%+13.7%+4.1%
Q2 2025+1.5%+3.8%+17.7%
Q1 2025+12.1%+12.8%+21.3%
Q4 2024-10.6%-10.9%-10.8%
Q3 2024+11.4%+13.7%+15.4%
Q2 2024-5.7%+0.7%+1.9%
Q1 2024-5.9%-2.7%+2.3%
Q4 2023-9.9%-3.3%+2.1%
Q3 2023+11.0%+7.8%+12.4%
Q2 2023-18.5%-19.7%-7.7%
Q1 2023-4.6%+3.3%-13.7%
Q4 2022-16.6%+0.8%-15.9%
Q3 2022+4.4%+9.9%-0.3%
Q2 2022+6.2%+11.7%+24.1%
Q1 2022+4.3%+3.9%+11.8%
Q4 2021+22.6%+19.3%+24.6%
Q3 2021+17.6%+21.7%+29.8%
Q2 2021+7.1%+2.6%+26.9%
Q1 2021+10.7%+12.2%+14.2%
Q4 2020+9.0%+9.6%+3.4%
Q3 2020-14.1%-20.0%-29.2%
Q2 2020-2.9%+8.6%+14.2%
Q1 2020+3.0%+0.4%-3.9%
Q4 2019+18.2%+22.0%+33.1%
Q3 2019+10.9%+8.9%+13.0%
Q2 2019+0.6%-6.2%-27.2%
Q1 2019+1.8%-9.2%+3.6%
Q4 2018+6.1%+7.1%+19.5%
Q3 2018+6.1%+7.1%+19.5%
Q2 2018-0.9%-3.2%+0.4%
Q4 2017+25.9%-7.7%+0.2%
Q3 2017-27.8%-17.2%-26.2%
Q2 2017-8.8%-17.0%-27.2%
Q1 2017+5.7%+3.3%-0.8%
Q4 2016+3.8%+4.1%+19.3%
Q3 2016-1.8%
Q2 2016+22.7%
Q1 2016+8.3%
Q4 2015+3.0%
Q3 2015-0.3%
Q2 2015-6.2%
Q1 2015+3.7%
Q4 2014-5.8%
Q3 2014-9.4%
Q2 2014-4.2%
Q1 2014-6.8%
Q4 2013-2.7%
Q3 2013-8.1%
Q2 2013+0.2%
Q1 2013-2.1%
Q4 2012+10.5%
Q3 2011-2.4%
Q3 2012-2.4%
Q2 2012+0.9%
Q4 2011-26.6%
Q2 2011-26.6%
Q1 2012-26.6%
Q1 2011-26.6%
Q1 2010+6.3%
Q4 2009+6.8%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro